4 Warning Signs Your CRM Isn’t Working For You Anymore

Your CRM should be one of the most valuable tools you use in your real estate business —from recording notes from phone conversations to valuing leads, you should be utilizing all that your CRM has to offer you on a daily basis. If you find that your CRM is overwhelming and causing you more stress than it is benefitting you, then you may need to reconsider the CRM you are currently using.

Here are four warning signs your CRM isn’t working for you anymore and that it may be time to explore other CRM systems.

You Can’t Locate Data

If it’s hard for you to schedule follow-ups with clients and prospects because you simply cannot locate data, then it may be time to find a new CRM. Not following up with clients and prospects in a timely manner, or even at all, can be detrimental to your business and in making future sales.

If you take notes during a phone conversation and then try to attempt to find them to prepare for your face-to-face meeting and can’t locate it, you will seem unprepared and may lose the opportunity to work with a client because of it. Your CRM should make it seamless to save and find information.

Wise Agent makes it easy for you to locate all your data. And, once you’ve added notes to your client, they can be searched and categorized for easy access.

You’re Inputting the Same Information in Different Fields

The whole purpose of using a CRM is to help you become more efficient – having to type in redundant information completely negates that. If your CRM isn’t working alongside your property marketing, email and analytic programs, then it’s time to find a new CRM system.

You need a CRM that has the ability to import contacts between property, email and social media and automatically sync these programs, so that you can devote your time to closing deals and not inputting the same information in multiple different places.

With Wise Agent, you can easily create a checklist for a client or add a property, create a property flyer or post the flyer to your newsletter or social media.

You Don’t Have a Good Conversion Rate

In real estate, you need to be on top of the communication you have with your clients and prospects. If your CRM doesn’t keep track of your leads, then you have a lower chance of closing the deal. You can prevent this by utilizing a CRM system that allows you to manage your important information like facts and dates, while also helping you manage and track deals throughout the entire sales process.

Don’t let your conversion rate take a hit simply because your CRM isn’t working for you and your business. Wise Agent has reporting tools that can help you understand which lead sources are working — and which are not.

You’re Frustrated

So you’re spending money on a CRM system and you’re completely frustrated…is it because the system is too difficult to use?

You need a CRM that will help you perform tasks efficiently and in a timely manner. Choose an industry-specific CRM that is designed specifically for real estate professionals so that you aren’t finding yourself frustrated and confused. You don’t have to be frustrated with Wise Agent, we also offer 24/7 support.

Take your real estate CRM to the next level with Wise Agent. We’re here to help you make the most out of your real estate business!